Starting a financial services agency has the potential to be a rewarding experience. The advancement of financial technology is rapidly transforming the sector. If you possess the skills to help individuals or organizations navigate the complexities of financial technology, your services could be providing clients with a tremendous amount of value. Financial services is a relatively broad term used to describe various offerings within the finance industry.

What is the fiercest area of competition among businesses today? It’s not just acquiring new customers, but instead, customer experience has become the most competitive area that can make or break any company’s success. Customer experience includes both customer service and customer engagement, so this category encompasses a broad field of factors to attend to.

These two companies have very different approaches when it comes to their products. Teramind is designed with a comprehensive set of features: granular activity monitoring, time tracking, productivity analysis, insider threat detection, user behavior analytics, data loss prevention – you name it, they have it. Whereas, Workpuls went for a more minimalist approach. Its product basically does two things: employee productivity and time tracking, but it does them well.

Teramind and InterGuard, both are highly regarded as powerful employee monitoring platforms for the modern workforce. Both of them have strong activity monitoring, productivity analysis and reporting features. Especially, after the recent refresh of its UI, InterGuard has been able to up its game in user friendliness – a big factor for this kind of software. On the other hand, Teramind is already known for its intuitive, award-winning interface. Pricing is another competitive edge in this market.

“Do not do unto others as you would have them do unto you – they might have different tastes.” — George Bernard Shaw When it was time to look back and reflect on my three-month onboarding period at Miro, I was convinced that I’ve never been part of such a collaborative, open team culture. Curiously enough, I’ve never met anyone from my team (or company) in person.

It's safe to say that the ongoing COVID-19 pandemic has been a challenge for all of us — especially for organizations that were in the process of undergoing their own digital transformations as the lock downs started in March 2020. The need to use technology to support a fast-paced and agile workplace was always paramount — but somehow, it's become even more so in an era where most of your employees are going to be working from home for the foreseeable future.

Companies deploy shared services teams to centralize and consolidate operations of multiple units. These teams can help sales, marketing, finance, legal, and other groups and each department is their customer. There are also shared services groups that are available to service many with few people, such as global marketing supporting field marketing or sales engineering with global sales. Most times this is done via e-mail with several people on :CC, spreadsheets, or not at all.

As the world adjusts to the “new reality” of the pandemic, industry leaders look back on what has worked well for them and share advice about what to expect in the future. In case you missed it, here are some highlights from recent interviews with industry leaders, as part of Zendesk’s CX Moments virtual events series.

When it comes to customer service, the most important thing you need to shine is an excellent team. However, a great team won’t just happen in a day. That’s why it’s essential to have dedicated training and onboarding for your customer service team. We’ve put together this article to help you make sure that your customer support staff are all ready for their roles by giving them the training they deserve.

ERP – or enterprise resource planning – is a term thrown around fairly often when discussing the operations of a business. The focus of ERP is to improve efficiency by seeking insight into where resources are allocated and improving how they are being utilized. To develop a full picture of where resourcing is currently, analysis and planning needs to be done across verticals – from finance to human resources, from distribution to procurement.